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Book Your Tax Planning Call Today!
Click to play the video to find our more about our position.
Click to play the video to find our more about our position.
VideoForProspectiveHirees.mp4If you are ready to start with us, visit https://form.jotform.com/2FinanciallyLit/TaxPrepICPacket to complete an application.
What you get when you partner with us.
What you get when you partner with us.
No Up-Front Cost Tax Training & Software
No Up-Front Cost Tax Training & Software
No Prior Tax Experience Required, Training Included
Web-Based Professional Tax Software (1 return minimum, it can be your own return)
IRS-Certified Tax Continuing Education Training (15 CE reports to the IRS under your PTIN)
Bank Product (to offer $500-$6,000 Cash Advance AND/OR have tax prep fee deducted from refund)
Unlimited E-Filing of Returns & All States
E-Signature Feature
Onlne Client Tax Doc Portal
Personalized Webpage for Your Tax Office
Phone Support/Training for tax questions
Online SharePoint Portal
Downloadable Vacation Vouchers
Marketing Training
Business Cards & Postcard Design Templates
No Penalty for Unfunded Returns
PTIN Assistance
Business Setup & Credit Training
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